Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE IDEA MARKETING, INC.
EIN 27-0901251marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
10
1001 SOUTH MONACO PARKWAY, SUITE 260 - DENVER, CO 80224720-838-6909theideamarketing.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE IDEA MARKETING CASH BALANCE PLAN
CashBalance
Assets$775K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE IDEA MARKETING 401(K) PLAN
401k
Assets$385K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE IDEA MARKETING CASH BALANCE PLAN | CashBalance | $775K | 5 | 2024 | |
| 001 | THE IDEA MARKETING 401(K) PLAN | 401k | $385K | 5 | 2024 |
Retirement plans